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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
426
Clearstead Advisors
Ohio
$4.26K +$86 +1 +2%
PFBT
427
Parkside Financial Bank & Trust
Missouri
$4.05K -$690 -8 -14%
CCMI
428
Creative Capital Management Investments
California
$4.05K – – –
VNA
429
Valley National Advisers
Pennsylvania
$4K – – –
AWM
430
Abound Wealth Management
Tennessee
$3.61K – – –
SIC
431
SJS Investment Consulting
Ohio
$3.37K +$603 +7 +21%
GFWA
432
Grey Fox Wealth Advisors
Delaware
$3.29K – – –
CIA
433
Cape Investment Advisory
Georgia
$3.29K +$3.36K +39 New
HGERS
434
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
DIP
435
DT Investment Partners
Pennsylvania
$2.51K – – –
SSC
436
Syverson Strege & Co
Iowa
$2.28K +$2.33K +27 New
TWA
437
TCI Wealth Advisors
Arizona
$1.86K – – –
SSB
438
Sandy Spring Bank
Maryland
$1.6K +$1.64K +19 New
RFG
439
RFP Financial Group
Georgia
$1.43K – – –
ATC
440
Adirondack Trust Company
New York
$1.35K – – –
BWA
441
BDO Wealth Advisors
Florida
$1.18K – – –
VCM
442
Versant Capital Management
Arizona
$1.01K – – –
CAL
443
Capital Advisors Ltd
Ohio
$1K -$25.9K -300 -97%
FMP
444
Financial Management Professionals
Texas
$1K – – –
SPIA
445
Steward Partners Investment Advisory
New York
$843 -$3.28K -38 -79%
CFO
446
CVA Family Office
Colorado
$843 – – –
SS
447
Sunbelt Securities
Texas
$835 +$862 +10 New
GWS
448
Glassman Wealth Services
Virginia
$506 +$86 +1 +20%
TWD
449
True Wealth Design
Ohio
$338 +$86 +1 +33%
TWP
450
TFO Wealth Partners
Ohio
$337 +$86 +1 +33%
16 17
18
19 20